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Required Slide. SESSION CODE: BIP301. So Many BI Tools, So Little Time. Dan Bulos President Symmetry Corporation. What tool should I use? When?. SSRS. PerformancePoint. SSAS. Gauges. Scorecards. Exploration. Diagrams. Graphs. Value Based. Sparklines. Grids.
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Required Slide SESSION CODE: BIP301 So Many BI Tools, So Little Time Dan Bulos President Symmetry Corporation
What tool should I use? When? SSRS PerformancePoint SSAS Gauges Scorecards Exploration Diagrams Graphs Value Based Sparklines Grids
Microsoft Business Intelligence Familiar User Experience Self-service Access and Insight Data Exploration and Analysis Predictive Analysis Data Visualization Contextual Visualization Business User Experience Integrated Content and Collaboration Thin Clients Dashboards BI Search Content Management Compositions Business Collaboration Platform Information Platform Analysis Services Reporting Services Integration Services Master Data Data Mining Services Data Warehousing Information Platform
Platform Layers Excel Pivot Tables PerformancePoint Reporting Services Presentation Platform SQL Relational Analysis Services PowerPivot Data Platform
Data Platform • SQL Server Relational Data • Core data collection and organization vehicle • History, Integration, Reconciliation • Analysis Services Cubes • Core derived data platform • Aggregates, Metrics & Analytics • PowerPivot • New kid on the block • Build in Excel – Deploy into SharePoint
Reporting Spectrum Managed Analysis Dashboards Tables, Crosstabs, Charts, Graphs P r o d u c t i o n D i s c o v e r y Ease of Development & Usage Paramount Customization & Distribution Alternatives Depth & Quickness of Analytics Parameter Driven Interactive Navigation Highly Formatted Advanced Visualization Guided Analytics Line Developed Staff Developed Programmer Developed
Presentation Platform • Reporting Services • Managed Reporting • Pixel Perfect Layout and Design • Report Builder and Part Gallery • Excel Pivot Tables • Analyst Tool • Slice/Dice and Explore the Data • Excel Services for Deployment • PerformancePoint • Dashboards & Scorecards – Two Roles • Content Assembly and Navigation • Analytical Grids & Graphs
Nirvana – The Right Tool for the Job PPS Scorecards Grids/Graphs Reporting Services SharePoint Dashboards Excel/Services Pivot Tables PowerPivot Collaboration
Considerations Tactical Enterprise Footprint Mission Ad-Hoc Production Output Volume Low High Audience Small Large Navigation Explore Guided Report Life Span Short Long Business Process Min Max
Common Use Cases – What To Do? Structured Unresponsive Tribal Knowledge Wing it Legacy BI Conversion
Q. Where should I start? A. With what you know! Q. How to proceed? A. Incrementally!
Situation • Large report backlog – too long to respond • Too many reports, very similar • Current Technology • Relational DW/DM + SSRS • Action Path • Add SSAS + Report consolidation • PowerPivot - Use SSRS as the conduit • PPS to bring it all together Use Case: Structured Reporting
Situation • No process – Does not run the same every time • Too many workbooks – Which is the right one? • Current Technology • Excel, Pivot Tables, Access, Cut & Paste (ETL) • Action Path • PowerPivot • Develop SSRS reports to support PowerPivot • Develop a data mart to support the reports • Create SSAS cubes and PPS dashbaords Use Case: Tribal Knowledge
Situation • Disruptive change on the horizon • No leverage of existing platform – locked in • Current Technology • Non-Microsoft platform • Action Path • PPS + supporting SSAS Cubes • SSRS to enhance dashboards • SSRS as data feed mechanism • PowerPivot Use Case: Legacy BI
Grids • Excel • Great, No Programming. But No Guided Analysis. • Excel Services – Limited Experience - Improving • Reporting Services • Tablix can do almost anything. Developer-ish • No built-in/automatic interaction • PerformancePoint • Best Slice/Dice • Very Limited Layout and Formatting
Graphs • Excel • Very Good – Easy to Use • Presentation Quality? • Reporting Services • Broadest and Best • Only place for Gauges • PerformancePoint • Very Poor – Decomp Tree = Bright Spot • Flipping from Graph to Grid is Very Useful
Dashboards • Excel • Starts out Easy, Gets Complex Quickly • Great Slicers • Reporting Services • Report Parts Gallery • A Lot of Work Building the Interactions • PerformancePoint • Best–In–Class Scorecard • Only Place to Combine SSRS, Excel, & PPS
Printing • Excel • A Single, Couple, or Few pages of output • VB coding needed for complex print jobs • Reporting Services • Many pages, many consumers • Parameter driven • Design to the printed page • PerformancePoint • No Way ! Printing is incompatible with screen display
Musings Of A Cube Dude